PC makers continue to struggle with declining shipments

In a nutshell: Traditional PC shipments continued to decline in the third quarter. According to the latest International Data Corporation (IDC) report, global shipments totaled 74.3 million PCs in the three-month period ended September 30, down 15% from the 87.3 million PCs shipped in the same period a year earlier.

Lenovo topped the list with 16.9 million PC shipments, down 16.1% year-over-year. HP came in second with 12.7 million PCs shipped, followed by Dell with 12 million PCs shipped. In fact, every one of the top five manufacturers saw their shipments decline year-over-year, with the exception of Apple.

The Cupertino-based company moved 10.1 million Macs during the third quarter, up 40% from the 7.2 million units shipped a year ago.

IDC accused a drop year-over-year due to a combination of cooling demand and uneven supply. Jitesh Ubrani, research manager at IDC, said promotions from Apple and other companies helped cushion the fall. IDC also noted that shipment volumes are still well above pre-pandemic levels, when sales were mainly related to the renewal of fleets of enterprises.

The traditional PC market isn’t the only category that’s been declining lately. In 2022, the number of gaming monitors is expected to drop for the first time compared to last year, and smartphone shipments continue to fall. Shipments of hard drives in the second quarter fell 33 percent year-over-year to approximately 45 million units.

It’s not all bad news, however, as supply restrictions begin to ease. Valve recently canceled the booking system for their Steam Deck portable device and can now ship devices to customers within 1-2 weeks. Tablets and Chromebooks are also starting to normalize as demand for cheaper PC alternatives persists.

IDC said it will also monitor average selling prices (ASP) of PCs in the current quarter. ASP rose five consecutive quarters to $910 in the first quarter — the highest level since 2004 — but with demand cooling and promotions in full swing, ASP growth has reversed.

Image credit: Osama Bergawi

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